TechCrunch News 10月08日 06:49
Anthropic CEO访华,寻求在印扩展业务
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AI初创公司Anthropic的CEO Dario Amodei本周到访印度,计划在班加罗尔设立办事处并探索与信实工业的合作。此举标志着该公司在美国以外的第二大市场——印度——的业务拓展。Amodei预计将与信实工业高管会面,商讨合作以扩大Claude AI在印度的可及性。印度作为全球第二大在线市场,对Anthropic而言是重要的增长区域,已有不少印度AI初创公司使用其Claude模型。此外,Amodei还将与印度政府官员会面,并计划在班加罗尔宣布新办事处的设立。

🤝 战略布局印度市场:Anthropic CEO Dario Amodei本周到访印度,显示出公司对印度市场的重视。此行旨在深化其在印度这一重要市场的业务布局,并计划在班加罗尔设立新的办事处。这标志着Anthropic在美国之外的第二大市场,其全球化战略正加速推进。

💼 寻求重要合作伙伴:Amodei计划与印度科技巨头信实工业(Reliance Industries)探讨合作的可能性。信实工业是印度最有价值的公司之一,其业务覆盖电信、能源等多个领域。双方的潜在合作将有助于Anthropic扩大其Claude AI助手在印度的用户基础和市场覆盖。

📈 印度市场潜力巨大:印度拥有超过十亿的互联网用户,是全球第二大在线市场,为AI公司提供了巨大的增长机会。Anthropic的Claude模型在印度已有不少用户,网站流量也仅次于美国。此次设立办事处和寻求合作,将进一步巩固和拓展其在印度市场的地位。

🏛️ 拓展政企关系:除了商业合作,Amodei还将与印度总理莫迪及其他高级政府官员会面。这表明Anthropic不仅关注商业发展,也重视与印度政府建立良好的沟通和合作关系,为未来的业务发展创造有利环境。

📊 用户增长与消费:Anthropic的Claude应用在印度市场显示出强劲的增长势头,下载量和用户消费均有显著提升。尽管目前规模尚不及美国市场,但其快速的增长率预示着印度市场未来巨大的商业潜力。


Anthropic co-founder and CEO Dario Amodei is in India this week, with plans to set up an office in Bengaluru and explore a partnership with Mukesh Ambani’s Reliance Industries, TechCrunch has learned. The move signals the AI startup’s push to deepen its presence in its second-largest market after the U.S.

Amodei is expected to visit Mumbai to meet Ambani and other senior executives at Reliance Industries, India’s most valuable company and the parent of the nation’s top telecom operator, Reliance Jio, people familiar with the matter told TechCrunch. Anthropic has been in discussions with Reliance for some time over a potential partnership to expand access to its Claude AI assistant in India, the people said.

India — the world’s second-largest online market after China, with more than a billion internet subscribers — has emerged as an important growth region for Anthropic. Several Indian AI startups already use its Claude models in their products for both domestic and U.S. clients. India also accounts for the second-highest share of traffic to Claude’s website after the U.S., according to digital intelligence firm Similarweb.

Image Credits:Jagmeet Singh / TechCrunch

In August, Reliance Industries partnered with major technology companies, including its existing investors Google and Meta, to build AI infrastructure and enterprise solutions through its new unit, Reliance Intelligence. The Mumbai-headquartered conglomerate had also explored a potential collaboration with OpenAI, which rolled out its under-$5 ChatGPT plan in India earlier this year and announced plans to open an office in New Delhi later in 2025.

That Reliance-OpenAI partnership was expected to be announced during OpenAI CEO Sam Altman’s planned visit to India last month, but Altman ultimately postponed the trip.

Reliance Industries did not respond to a request for comment. TechCrunch has also reached out to OpenAI for comment.

Alongside Mumbai, Amodei is visiting New Delhi to meet top lawmakers and senior federal government officials, sources said. He is also expected to meet Indian Prime Minister Narendra Modi, two people familiar with his trip plans told TechCrunch.

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Later in the week, Amodei will be in Bengaluru to announce Anthropic’s office opening on Thursday, sources told TechCrunch. Anthropic EMEA head Guillaume Princen and startups chief Daniel Delaney are also accompanying him. Prominent venture funds, including Accel and Lightspeed, are also hosting dedicated sessions with Anthropic executives this week to share insights on how developers and startups can leverage Claude for their offerings.

Anthropic’s Claude app, available on iOS and Android, recorded a 48% year-over-year increase in downloads in India in September, reaching about 767,000 installs this year, according to Appfigures. Consumer spending on the app in India surged 572% year-over-year, generating $195,000 in September alone, the data showed.

Image Credits:Jagmeet Singh / TechCrunch

The India figures, however, remain modest compared with those in the United States, where downloads rose 91% year-over-year and consumer spending jumped 604%. U.S. users spent $2.5 million on the Claude app in September, per Appfigures. Globally, the app saw 74% growth in downloads to 1.01 million and a 546% rise in consumer spending to $5.62 million in the same month.

Unlike OpenAI, which aims to establish a sales and marketing setup while overseeing policy updates from New Delhi, Anthropic plans to target developers and startups with its office in Bengaluru.

Image Credits:Jagmeet Singh / TechCrunch

Anthropic is seeing its largest usage coming from India, a founder who works closely with the AI company told TechCrunch, requesting anonymity.

Alongside Anthropic and OpenAI, Perplexity is also looking to tap India’s market. The company has partnered with Indian telecom operator Bharti Airtel to offer its Perplexity Pro subscription to over 360 million Airtel customers for 12 months. The AI search startup has also refined its product for local users, including by launching live earnings call transcripts for Indian stocks to attract more engagement from India.

Anthropic did not respond to a request for comment.

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Anthropic Dario Amodei 印度 AI Reliance Industries Claude Bengaluru 市场拓展
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